Purchases and Sales Made in Q2 2025 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q2 2025. The information is specifically focused on institutions that hold shares of MICROSOFT CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
65+ 1.55% |
$23K - $32.3K
|
4.27K
$2.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
65+ 0.81% |
$23K - $32.3K
|
8.11K
$4.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
65+ 1.32% |
$23K - $32.3K
|
4.99K
$2.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
64New |
$22.7K - $31.8K
|
64
$34K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
64+ 0.12% |
$22.7K - $31.8K
|
52.6K
$28M
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
BUY
|
- |
64+ 7.38% |
$22.7K - $31.8K
|
931
$495K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
64+ 0.21% |
$22.7K - $31.8K
|
29.8K
$15.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
64+ 0.42% |
$22.7K - $31.8K
|
15.3K
$8.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
64+ 1.43% |
$22.7K - $31.8K
|
4.53K
$2.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
63+ 2.67% |
$22.3K - $31.3K
|
2.42K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
63+ 0.47% |
$22.3K - $31.3K
|
13.4K
$7.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
62+ 1.65% |
$22K - $30.8K
|
3.81K
$2.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
62+ 0.68% |
$22K - $30.8K
|
9.19K
$4.88M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
61+ 0.47% |
$21.6K - $30.3K
|
13.1K
$6.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
61+ 1.3% |
$21.6K - $30.3K
|
4.76K
$2.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
61+ 6.02% |
$21.6K - $30.3K
|
1.08K
$571K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
60+ 0.29% |
$21.3K - $29.8K
|
20.9K
$11.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
60+ 0.3% |
$21.3K - $29.8K
|
20K
$10.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
60+ 0.78% |
$21.3K - $29.8K
|
7.77K
$4.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
60+ 0.41% |
$21.3K - $29.8K
|
14.6K
$7.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
59+ 0.29% |
$20.9K - $29.3K
|
20.1K
$10.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
59+ 10.0% |
$20.9K - $29.3K
|
649
$345K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
58+ 0.21% |
$20.6K - $28.9K
|
27.2K
$14.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
58+ 386.67% |
$20.6K - $28.9K
|
73
$38.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
58+ 0.19% |
$20.6K - $28.9K
|
29.8K
$15.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Mcia Inc
|
BUY
|
- |
58+ 1.54% |
$20.6K - $28.9K
|
3.82K
$2.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
58+ 0.1% |
$20.6K - $28.9K
|
57.6K
$30.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
58+ 0.38% |
$20.6K - $28.9K
|
15.4K
$8.21M
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
58+ 3.99% |
$20.6K - $28.9K
|
1.51K
$803K
|
|
|
Aug 13, 2025
Q2 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
58+ 0.46% |
$20.6K - $28.9K
|
12.6K
$6.7M
|
|
|
Sep 23, 2025
Q2 2025
|
Rs Crum Inc.
|
BUY
|
- |
58+ 1.08% |
$20.6K - $28.9K
|
5.41K
$2.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
57+ 0.2% |
$20.2K - $28.4K
|
28.8K
$15.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Gs Investments, Inc.
|
BUY
|
- |
57+ 0.36% |
$20.2K - $28.4K
|
15.9K
$8.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
57+ 0.27% |
$20.2K - $28.4K
|
21K
$11.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
57+ 1.32% |
$20.2K - $28.4K
|
4.37K
$2.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
57+ 1.9% |
$20.2K - $28.4K
|
3.06K
$1.62M
|
|
|
Aug 27, 2025
Q2 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
57+ 3.14% |
$20.2K - $28.4K
|
1.87K
$996K
|
|
|
Jul 28, 2025
Q2 2025
|
Alta Capital Management LLC
|
BUY
|
- |
56+ 0.03% |
$19.9K - $27.9K
|
178K
$94.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
56+ 3.96% |
$19.9K - $27.9K
|
1.47K
$782K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
56+ 0.08% |
$19.9K - $27.9K
|
68.9K
$36.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
55+ 0.87% |
$19.5K - $27.4K
|
6.37K
$3.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
55+ 1.79% |
$19.5K - $27.4K
|
3.14K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
55+ 0.26% |
$19.5K - $27.4K
|
21.6K
$11.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
54+ 2.64% |
$19.1K - $26.9K
|
2.1K
$1.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
53+ 0.17% |
$18.8K - $26.4K
|
31.5K
$16.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
53+ 1.81% |
$18.8K - $26.4K
|
2.98K
$1.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
53+ 5.42% |
$18.8K - $26.4K
|
1.03K
$548K
|
|
|
Jul 30, 2025
Q2 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
53+ 0.18% |
$18.8K - $26.4K
|
28.8K
$15.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Keating Investment Counselors Inc
|
BUY
|
- |
53+ 4.84% |
$18.8K - $26.4K
|
1.15K
$610K
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
53+ 0.49% |
$18.8K - $26.4K
|
10.9K
$5.81M
|